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Planning
Discussion List
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AuditI'm opening this thread because, for audit purposes, we're being asked to extract some information from two applications. Much of the requested information appears to be… -
How to use retained earnings account in a balance sheet account structure?Summary: The IS Retained Earnings account we use has a formula (@SUMRANGE ("MACC_99999",Jan:@CURRMBR (Period))) in FS cube. When I try to add this account to the hierarc… -
NetSuite Saved Search different from Data Management in PBCSSummary: Content (please ensure you mask any confidential information): We are loading NetSuite data to PBCS in data management using a NetSuite saved search. I'm runnin… -
Integration isn't loading correctlySummary: I am making an integration pipeline and one of its stages is a Data Load Rule. However, the data integration wouldn't load the correct data load rules for the N…
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How to get the beginning and ending balances for each period?Summary: We are in the process of implementing EPM planning and I'm trying to create a balance sheet and income statement reports in narrative reporting but can't figure…
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Pipeline invoked through Business rule REST API not sending emails on completionSummary: we have a business rule which is invoking pipeline through REST API call. The rule works as expected and the pipeline is invoked. Everything works as expected h…
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Run Auto Predict Job through Groovy REST API callHey all, I feel like I'm missing something obvious here. I'm attempting to write a Groovy rule that executes a REST API call to allow a lower permissions user to execute… -
Cash Forecasting - Historical Opening Bank Balance Not Carrying ForwardSummary: I loaded our Historical Opening Bank Balance via the import templates, then ran the Periodic Historical Opening Bank Balance rule, but the opening balance is no…
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SimulateConcurrentUser - Ad Hoc IssuesSummary: We are trying to use the simulateConcurrentUsage command in EPM Automate to simulate multiple users refreshing a smartview report. However, the operation consis…
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Error when using Groovy's DataGridDefinitionBuilderSummary Error when using Groovy's DataGridDefinitionBuilderContent Hi, One for the nerds - I am using the Groovy DataGridDefinitionBuilder class to build a grid and am g… -
IPM Insight - Freeform ApplicationSummary: I'm running an insight in a Freeform application, and it completed as well as generated some insights, however, when I pulled a retrieve of where the data shoul…
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EPM Planning to ERP Financials connection with SSO credentialsSummary: We need to create a connection from EPM Planning to extract actuals from ERP Financials where ERP is only accessible using SSO. Content (please ensure you mask …
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Update Valid Intersections Rules via GroovySummary I want to create valid intersections rules or conditions via groovy while creating a new memberContent Hey all, I have a situation where the client has several v…
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Manage / Automate Valid Intersections with Groovy (Solution)Hi - The below post from @JeremieR-Oracle gave the inspiration to get over the hump on how to update Valid Intersections completely in the cloud inside of EPM. Hopefully… -
Why doesn't leaf level data in financial forms, roll up to top level dimensions?Summary: We have data uploaded for plan and actuals in financials at leaf level. When we select the specific POV we can see the data uploaded, but when we filter for top…
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EPM User group management via integration from source systemWe are planning to maintain our user group within EPM to maintain current status and security in line with our source system through EPM Automate and an internally maint…
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Dynamic calc from Source EPM App to Stored member in Target EPM AppUsing Data Load Rule (Data Excahnge/Data Integration) I am trying to pull a Dynamic Calc from a Source EPM Planning (ASO) to Stored Member in Target EPM Planning (ASO) T…
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In which release does the performance and goals was included inside the person remove informationSummary: We were preparing auditing for Purging in which we required when this person remove information performance and goals module was incorporated into this process.…
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Artifacts Snapshot Backup will work for creating same EPM instance after a year or twoSummary: Artifacts Snapshot Backup will work for creating same EPM instance after a year or two. Restore EPM instance from back is possible or not. Content (please ensur…
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Does epm automate version 25.08.57 use java 17?When installing EPM automate version 25.08.57 on windows, it created a folder for jre1.8.0_461. I thought java 17 was required for this version of EPM automate.
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Groovy - Tidy up Job Console ExportSummary: This code is to automate the job console export and format it in a more readable format Code Snippet : // #### RULE HEADER - START // // Author: Jeremie Richard…
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Which Export Mode to use in Data Exchange Integration to override the data intersection?Summary: We have a data file where there are duplicate intersections. On prem Rule file is set to overwrite, so it loads the last intersection. But on cloud, when we run…
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UnZipping Files using zipOutputStreamJust some sample code to use the new zipOutputStream function String exportJobName='Job_Console_Export_20250925.zip' zipInputStream(exportJobName).withCloseable { ZipInp…
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How can we dynamically build xlsx file to import Cell level security into planning using groovySummary: How can we dynamically import Cell level security into planning using groovy. we did not find any method which can create an xlsx file. we have csv file writer …
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Error while executing rule Incremental Process data with Synchronize DefinitionGetting the following error while executing the "Incremental Process data with Synchronize Definition" rule Error executing formula for [OWP_Custom Expense] (line 0): in…
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SSO configuration only in test environment URLHello, Is it possible to configure SSO to be activated only for test environment in a first-step, before activating it in prod environment after ? Thanks, Thomas NB : we… -
Conditional formatting issue in ReportsSummary: I have a basic grid with a couple of formula rows and then a second reference grid which I pull the results of the main grid formulas into, using the CellValue(…
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New Groovy version 25.10 Validation ErrorHello Experts, I have a issue when I run validation Groovy Script: My HTML Report have same error in several rules, now are working fine but I'm afraid that is not worki… -
"Business Rule completed successfully" pop up not showing in SmartViewSummary: Hello , We have a form that has a business rule and smart push attached to it . Upon saving the form , the rule has to run followed by the smart push . In web ,…